Insights

Retirement Planning Niche Netzel Financial targets individuals at or nearing retirement, presenting an opportunity to position advanced retirement income strategies, guaranteed income options, and tax-efficient withdrawal plans to extend the longevity of client assets.

Fiduciary Positioning As a fiduciary with a holistic, 360-degree view of clients' financial pictures, there is a strong basis to propose comprehensive advisory services, portfolio consolidation, and coordinated planning with tax professionals or attorneys in their network.

Small Firm Advantage With a lean team and annual revenue in the lower multi-millions, there is room to scale via partnerships, white-label services, or co-managed client engagements that leverage Netzel’s retirement expertise without heavy overhead.

Technology Stack Current tech usage includes Mailchimp, Bootstrap, and analytics-oriented tools, indicating openness to modern marketing, client engagement workflows, and potential for CRM onboarding, data-driven prospecting, and automated outreach to target retirement-age segments.

Market Positioning Operating in Sun Lakes, Arizona, with experience collaborating with tax professionals and attorneys, presents a pathway to expand through regional advisors, referral networks, and strategic alliances with related financial services firms seeking retirement-focused guidance.

Netzel Financial Tech Stack

Netzel Financial uses 8 technology products and services including Mailchimp, Twemoji, Chart.js, and more. Explore Netzel Financial's tech stack below.

  • Mailchimp
    Email
  • Twemoji
    Font Scripts
  • Chart.js
    Javascript Graphics
  • Modernizr
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • MediaElement.js
    Video Players
  • Adobe Fonts
    Web Fonts
  • Site5
    Web Hosting

Netzel Financial's Email Address Formats

Netzel Financial uses at least 1 format(s):
Netzel Financial Email FormatsExamplePercentage
First@netzelfinancial.comJohn@netzelfinancial.com
50%
FLast@netzelfinancial.comJDoe@netzelfinancial.com
30%
FirstL@netzelfinancial.comJohnD@netzelfinancial.com
10%
First.Last@netzelfinancial.comJohn.Doe@netzelfinancial.com
10%

Frequently Asked Questions

What is Netzel Financial's phone number?

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You can contact Netzel Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Netzel Financial's official website and social media links?

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Netzel Financial's official website is netzelfinancial.com and has social profiles on LinkedIn.

How much revenue does Netzel Financial generate?

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As of August 2026, Netzel Financial's annual revenue is estimated to be $1M - $10M.

What is Netzel Financial's NAICS code?

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Netzel Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Netzel Financial have currently?

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As of August 2026, Netzel Financial has approximately 6 employees across 1 continents, including North America. Key team members include Director Of Operations: A. Y. P.General Manager: T. M.. Explore Netzel Financial's employee directory with LeadIQ.

What industry does Netzel Financial belong to?

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Netzel Financial operates in the Financial Services industry.

What technology does Netzel Financial use?

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Netzel Financial's tech stack includes MailchimpTwemojiChart.jsModernizrBootstrapMediaElement.jsAdobe FontsSite5.

What is Netzel Financial's email format?

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Netzel Financial's email format typically follows the pattern of First@netzelfinancial.com. Find more Netzel Financial email formats with LeadIQ.

When was Netzel Financial founded?

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Netzel Financial was founded in 2004.
Netzel Financial logo

Netzel Financial

Financial ServicesArizona, United States2-10 Employees

Netzel Financial is a financial services firm based in Chandler, Arizona, founded in 2004 by Steven M. Netzel. The company focuses on helping individuals who are nearing retirement or considering early planning for retirement, with an emphasis on creating stable income streams to ensure money lasts during retirement. It provides financial strategy and asset management services designed to present clients with a comprehensive view of their finances and how retirement assets interact within their overall portfolio, often coordinating with tax professionals or attorneys in its network.

Positioned within the financial services industry, Netzel Financial operates as a fiduciary, aiming to tailor retirement planning to retiree needs and to support clients in structuring portfolios that align with long-term financial goals. The firm emphasizes collaborative planning and integrates guidance that considers a client’s broader financial picture, including coordination with other professionals when appropriate. Its small team size in Sun Lakes, Arizona, suggests a personalized approach to financial strategy and asset management.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Netzel Financial's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Netzel Financial's revenue is estimated to be in the range of $1M - $10M

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